LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC. Follow us on Twitter @lpl. • Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL as to accuracy or completeness.

Brandes: Your Value-Investing Specialists Brandes Investment Partners, L.P. (“Brandes”) is a leading investment advisory firm, managing equity and fixed-income assets for institutional and private clients worldwide, including employee benefit plans, foundations, endowments, corporations and Taft-Hartley Plans. Since the firm’s inception in 1974, Brandes has consistently applied the value-investing approach, pioneered by Benjamin Graham, to security selection. The firm believes a consistent application of its value philosophy is a key driver in helping clients pursue favorable long-term results. Headquartered in San Diego, Brandes and its related entities have offices in Milwaukee, Toronto, Dublin and Singapore. For disclosure, visit www.brandes.com/socialmedia. MUTUAL FUNDS Investors should carefully consider the investment objectives, risks, charges and expenses of the funds before investing. U.S. investors only: To obtain a prospectus containing this and other important information, please call 800.395.3807 or visit BrandesFunds.com to view or download a prospectus. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal. Past performance does not guarantee future results. You cannot invest directly in an index. There are risks associated with investing, including possible loss of principal. Foreign investing involves currency, political and economic risk. Funds focusing on a single country, sector and/or funds that emphasize investments in smaller companies may experience greater price volatility. Investments in emerging markets, real estate, currency, fixed income and alternative investments include additional risks. Due to investment strategy certain funds may make higher capital gain distributions than other ETFs. Please see prospectus for discussion of risks. The Brandes Funds are distributed by ALPS Distributors, Inc. www.brandes.com

Pathway is a leading private market fund-solutions provider with over $85 billion in assets under management from private equity, private credit, and infrastructure mandates. Formed in 1991, Pathway creates and manages single- and multi-investor programs for institutional investors worldwide, investing in various private market strategies through primaries, secondaries, and co-investments. Pathway’s investment professionals have participated in the development of more than 120 private market portfolios, committing more than $120 billion to more than 1,300 private market investments across a wide variety of private market strategies. Pathway has raised more than $35 billion in commitments from its more than 70 fund of funds. To learn more about Pathway opportunities, go to our Contact page at our main website below and click on Current Openings. *Pathway's social media content is provided for information purposes only and does not constitute investment advice or a recommendation, an offer to sell, or the solicitation of an offer to buy; and is not the basis for any contract to purchase or sell any securities or any other instruments in any jurisdiction, and should not provide the basis for any investment decision. Please do not share any personal information, investment advice, or testimonials about Pathway's services or employees on Pathway's Social Media site. Pathway is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations or guarantee the accuracy of the content posted by third parties and is not responsible for inaccuracies or errors. Any opinions or recommendations by third parties and/or any linked websites are those of the persons or organizations submitting such commentary and do not represent the views of Pathway Capital Management, LP or its affiliates. If Pathway interacts with other social media content (e.g., by sharing links, etc.) it is not an endorsement of the individual or org

WCM provides innovative, equity investment advisory services for a variety of clients, including corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. Original equity research provides the foundation for our goal of long-term excess return. WCM is an independent asset management firm that is motivated by a spirit of broad-based employee ownership. We are a profitable, financially sound investment company with no debt. Our headquarters is in Laguna Beach, California.

Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) was founded to enhance credit union value by providing efficient and effective investment programs for your members using advanced technology solutions and responsive expertise. Because of our commitment to financial institutions as partners, and not just as clients, we have become experts in creating successful programs that meet your needs and those of your members. CFS is headquartered in San Diego with branch offices nationwide, and works with hundreds of credit unions across the country. CFS is a full-service broker/dealer and SEC Registered Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit www.cusonet.com. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA (www.finra.org) / SIPC (www.sipc.org)) and SEC Registered Investment Advisor. Products offered through CFS: are not federally insured, are not guarantees or obligations of banks or credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Credit Unions have contracted with CFS to make non-deposit investment products and services available to credit union members.

Rice Hall James is an independent, 100% employee-owned firm dedicated to micro, small, and mid cap investing. Since 1974, Rice Hall James’ experienced investment team has managed assets for institutional plan sponsors and high-net-worth individuals. As an investment-led firm, we embrace a fundamentally driven, bottom-up research approach to generating alpha. Our core competency at RHJ is crafting portfolios that invest in micro to mid-sized companies. We are inspired by the search for undiscovered or undervalued, sustainable growth stocks. Rice Hall James is registered as an investment advisor with the SEC.

Capital Growth, Inc. was established in 1983 and is a comprehensive financial planning and investment management firm. We offer more than 100 years of cumulative financial experience to help our clients overcome obstacles and achieve their financial goals. The team at Capital Growth, Inc. is dedicated to the financial success of our clients and helping their visions for their family, business, retirement, and legacy become reality. Capital Growth, Inc. is a place where clients come first, and the goal is to always improve the lives of those we touch. Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. CGI and IFG are unaffiliated entities. Licensed to sell securities in the following states: AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH,OR, PA, SC, TN, TX, UT, VA & WA The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Index Fund Advisors, Inc. (IFA) is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. Founded in 1999, IFA is a Registered Investment Adviser with the U.S. Securities and Exchange Commission that provides investment advice to individuals, trusts, corporations, non-profits, and public and private institutions. Based in Irvine, California, IFA manages individual and institutional accounts, including IRA, 401(k), 403(b), profit sharing, pensions, endowments and all other investment accounts. IFA also facilitates IRA rollovers from 401(k)s and 403(b)s. The value of IFA extends beyond superior investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services for a better overall client experience. IFA avoids the futile, speculative, and unnecessary cost-generating activities of stock, time, manager, and style picking. Contrarily, IFA employs a disciplined, quantitative approach that emphasizes broad diversification and consistent exposure to the structural trends of global publicly-traded markets. IFA bases its investment strategy on the highly respected research indexes designed by Eugene Fama and Kenneth French, incorporating 87 years of IFA Index Portfolio risk and return data, third generation index fund designs and 30 years of refined passive trading techniques.

TRI-AD is a total benefits administration firm that serves the unique needs and requirements of mid-market employers. Privately owned for almost 50 years, TRI-AD's hallmark has been the development of long-term and mutually beneficial relationships with our clients and a superior service experience for their plan participants. TRI-AD is not a volume shop or a "cookie cutter"​ benefits administrator. We partner with organizations that value high-touch service, flexibility and a willingness to adapt our service approach to the needs of our clients...not the other way around. TRI-AD's one-stop approach for all benefits administration needs ensures accountability, streamlined processes, ease-of-use and complete satisfaction for our clients and their plan participants.

GlobeFlex Capital is an independent employee- and women-owned institutional investment manager with U.S., international and emerging market equity expertise. We were founded in 1994 with the primary objective of providing superior equity investment management services coupled with exceptional client service. We are committed to innovation and organized to constantly challenge our beliefs through ongoing, rigorous internal research to develop the best possible investment process and further our information edge. At GlobeFlex, we remain committed to a culture that is client focused, supported by a strong work ethic, creativity and collaboration. Our client service model assures ready access to GlobeFlex’s research capabilities while our firm size ensures efficient communication and rapid decision-making, creating a culture of responsiveness and proactivity for our clients.

Pure Financial was founded in 2007 and is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Pure is nationally ranked as one of the fastest-growing, fee-only RIAs (2014-2020)*, with headquarters in San Diego and branch offices in California (Brea, Irvine, and Los Angeles), Seattle, Chicago, Denver, and we are looking to expand in other cities. Pure Financial manages over $4.6 billion in assets (as of March 29, 2023). *For any questions about the rankings mentioned, please visit https://purefinancial.com/why-pure/news/. ___________________________ Credentialed and Qualified, Fee-Only, Focused Only on You. Discover what happens when you bring together a group of highly qualified and credentialed financial professionals that are passionate about helping people get the most out of their finances. See the results of coordinating tax planning, estate planning and asset management within one process. Experienced advisors who are employees of a Fee-Only Registered Investment Advisor firm that provides the latest technology and resources, academically supported prudent asset management, and one directive: do what is best for the client. OUR VISION: -Provide consistently high-quality advice based on solid academic research with a better value to clients than any traditional financial service providers, including the "Big Names"​, no-load mutual fund companies and discount brokerages. -Offer a healthy professional fee-only environment where CERTIFIED FINANCIAL PLANNER™ Professionals can build a quality career without the ethical burden of selling financial products to earn commissions. -Be accessible and affordable to both high net-worth individuals as well as people who are not typically considered high net-worth while providing the collaborative professional team experience demanded by ultra-high-net-worth clients.

Goal Investment Management is a San Diego based asset management firm specializing in consumer finance. We find unique investment opportunities and leverage our deep operational and analytical capabilities to optimize returns and manage risk. Goal Investment Management is a wholly owned subsidiary of Goal Investment Group.